IWP
MCD icon

Icon Wealth Partners’s McDonald's MCD Stock Holding History

Icon Wealth Partners’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$3.54M Sell
13,439
-2,484
-16% -$708K 0.4% 55
2023
Q2 		$4.75M Sell
15,923
-2,074
-12% -$603K 0.5% 37
2023
Q1 		$5.03M Buy
+17,997
New +$4.82M 0.55% 38
2022
Q2 		$4.58M Sell
18,573
-110
-0.6% -$27.1K 0.55% 40
2022
Q1 		$4.62M Buy
18,683
+1,695
+10% +$422K 0.46% 58
2021
Q4 		$4.55M Sell
16,988
-1,010
-6% -$255K 0.46% 59
2021
Q3 		$4.34M Buy
17,998
+163
+0.9% +$38.9K 0.46% 55
2021
Q2 		$4.12M Buy
17,835
+1,354
+8% +$315K 0.44% 60
2021
Q1 		$3.69M Buy
16,481
+3,001
+22% +$642K 0.46% 59
2020
Q4 		$2.89M Buy
13,480
+1,634
+14% +$355K 0.46% 59
2020
Q3 		$2.6M Buy
11,846
+6,964
+143% +$1.43M 0.5% 54
2020
Q2 		$901K Buy
+4,882
New +$895K 0.22% 90
2020
Q1 		– Sell
-1,252
Closed -$247K – 173
2019
Q4 		$247K Buy
1,252
+211
+20% +$41.9K 0.08% 144
2019
Q3 		$224K Buy
+1,041
New +$223K 0.08% 142
2019
Q2 		– Sell
-725
Closed -$138K – 525
2019
Q1 		$138K Sell
725
-1,770
-71% -$321K 0.05% 190
2018
Q4 		$443K Buy
+2,495
New +$442K 0.21% 72
2018
Q3 		– Sell
-501
Closed -$79K – 544
2018
Q2 		$79K Buy
+501
New +$81.2K 0.03% 286
2018
Q1 		– Sell
-508
Closed -$87K – 540
2017
Q4 		$87K Buy
+508
New +$85.3K 0.04% 297

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Icon Wealth Partners's MCD Position: Q3 2023 in Review

Icon Wealth Partners reduced its McDonald's (MCD) stake by 16% in Q3 2023, selling an estimated $708K and leaving 13,439 shares worth $3.54M. The position accounts for 0.4% of the portfolio, ranked #55.

Icon Wealth Partners first reported a position in MCD in Q4 2017 and has held it in 18 quarters since. The position peaked at $5.03M in Q1 2023. 2,992 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

  • Icon Wealth Partners held 13,439 shares of McDonald's worth $3.54M as of Q3 2023.
  • Icon Wealth Partners sold 2,484 McDonald's shares in Q3 2023, an estimated $708K.
  • McDonald's made up 0.4% of Icon Wealth Partners's portfolio in Q3 2023, its #55 holding.
  • Icon Wealth Partners first reported a position in McDonald's in Q4 2017 and has held it in 18 quarters since.
  • Icon Wealth Partners's McDonald's position peaked at $5.03M in Q1 2023.
  • 2,992 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.